See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,988 | $190,805-74.3% | $159,960-69.4% | $134,475-63.6% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -19.39% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,396 | $4,995-52.0% | $4,226-43.3% | $4,740-49.5% |
| Participant deferral / active EE | $10,250 | $6,923+48.1% | $6,182+65.8% | $6,400+60.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |